I bring over a decade of experience in accounting and working with clients to my role and am currently working on obtaining my Certified Financial Planner® designation.

My diverse background has instilled in me the importance of building trusting relationships with members. I prioritize listening carefully to identify each member’s needs and take an analytical approach to problem-solving. I am passionate about researching industry trends and pride myself on communicating complex concepts in plain language to educate members on personal finance and investment fundamentals. My goal is to recommend solutions that reduce financial stress and help members reach their goals.

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